Forbes Best-in-State award
Gary T. Lukachinski, CFP®, CRPS®, MPAS®, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Gary has on the lives of his clients. We are proud to support and empower Gary and celebrate his commitment to delivering a hyper-personalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed
by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings
to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and
risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance
is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data as of 6/30/23.
ABOUT GARY T. LUKACHINSKI, CFP®, CRPS®, MPAS®
Gary began his career in the financial services industry with John Hancock in 1988, after spending several years as applications engineer for Multiwire Corporation. He is a Certified Financial Planner™(CFP®) professional and holds the designation of Master Planner Advanced Studies (MPAS®), having earned his master’s degree in financial planning. Gary is a member of the not-for-profit Financial Planning Association, as well as its local Long Island chapter. Gary holds degrees in electrical engineering technology and business management and economics. Gary has been recognized as a top Financial Advisor in New York on the Forbes Best-In-State Wealth Advisors list, and along with the rest of the Simmons Point Group, a Best-In-State Wealth Management Team in New York.
Gary’s twin daughters, Grace and Rebecca, who have both attended Adelphi University, are his universe. They can often be found together attending live theatre and concerts. When away from work, Gary enjoys golfing, photography and cooking for family and friends.
